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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

467 hedge funds and large institutions have $3.65B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 129 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+70
Holders Change %
+17.63%
% of All Funds
7.21%
Holding in Top 10
61
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+35.56%
% of All Funds
0.94%
New
95
Increased
186
Reduced
129
Closed
18
Calls
$868K
Puts
$21.9M
Net Calls
-$21M
Net Calls Change
+$10.4M

Top Buyers

1
CI
1
Cigna Investments
Connecticut
$63.9M
2
LPL Financial
2
LPL Financial
California
$382M
3
ARC
3
Advisor Resource Council
Texas
$19.9M
4
SF
4
Symphony Financial
Texas
$12.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$13.8M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$2.39M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$161M
3
BCM
3
Brookstone Capital Management
Illinois
$35.4M
4
K
4
Kemper
Illinois
$9.04M
5
AAS
5
Annex Advisory Services
Wisconsin
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
451
Trust Company of Vermont
Vermont
$7K +$7K +127 New
FRA
452
Front Row Advisors
California
$6K – – –
OCM
453
Orion Capital Management
California
$5K – – –
GEA
454
Glen Eagle Advisors
New Jersey
$4.97K – – –
SPIA
455
Steward Partners Investment Advisory
New York
$4K -$1.68K -31 -30%
TWA
456
TCI Wealth Advisors
Arizona
$4K – – –
KFS
457
Kelly Financial Services
Massachusetts
$3.86K +$3.86K +66 New
SIS
458
Sound Income Strategies
Florida
$3K – – –
FHC
459
First Heartland Consultants
Missouri
$2.18K -$33 -561 -1%
HFS
460
Hantz Financial Services
Michigan
$2K +$2K +41 New
WIM
461
Westside Investment Management
California
$1.56K +$13 +216 +0.8%
BBHC
462
Brown Brothers Harriman & Co
New York
$986 – – –
FGAM
463
Financial Gravity Asset Management
Texas
$401 +$96 +1,793 +31%
FFG
464
Ford Financial Group
California
$208 +$208 +3,564 New
PPA
465
Parametric Portfolio Associates
Washington
– -$2.69M -50,788 Closed
Goldman Sachs
466
Goldman Sachs
New York
– -$2.53M -47,733 Closed
NAG
467
Northstar Advisory Group
New Jersey
– -$1.29M -24,290 Closed
GRP
468
Global Retirement Partners
California
– -$1.12M -21,056 Closed
BRWA
469
B. Riley Wealth Advisors
Florida
– -$508K -9,585 Closed
CCP
470
Clarkston Capital Partners
Michigan
– -$300K -5,656 Closed
NL
471
Navalign LLC
California
– -$251K -4,739 Closed
CG
472
Cutler Group
California
– -$127K -2,415 Closed
LWM
473
Liberty Wealth Management
California
– -$40K -762 Closed
KIG
474
Kowal Investment Group
Wisconsin
– -$31K -590 Closed
MAM
475
Meeder Asset Management
Ohio
– -$17K -313 Closed
16 17 18
19
20